Your Estate Planning Do List

There are things you should do and not do with estate planning. While you may be aware that you do need an estate plan, there is a lot more to it than that. Consider this list of top “do’s” so you can ensure your estate plan is thorough and complete.

Work with an Estate Planning Attorney

While you know you need an estate plan, what you may not realize is how equally important it is to have a qualified estate planning attorney. DIY plans rarely cover the state regulations regarding estate plans; therefore, having a qualified estate planning attorney can ensure your will and your assets aren’t left in the hands of the court.

Inform Fiduciaries of Their Job

When you create an estate plan you will designate fiduciaries. The most common, for example, is your executor. This person should be notified ahead of time of his or her job. Most importantly, you should make sure the person who is appointed actually wants to take the job – that way there aren’t any surprises down the road.

Provide Your Attorney with Open, Honest Communication

When you work with your estate planning attorney you will have to disclose a lot of personal information. This can be difficult, but it is important if you want a solid estate plan. Be open and honest with your attorney at all times. Do not hide assets or leave anything out of your plan. In addition, make sure you supply your attorney with all of the information requested of you. Since the process is highly complex, the more documentation and information you provide, the better your plan will be.

Stephen A. Unsworth is admitted to practice in both Vermont and Maine, and has more than 30 years of experience in estate planning and business law. His mission is to provide quality estate planning services, including assistance with Living Trusts, Wills, Medicaid Planning, Probate, Trust Administration, Powers of Attorney, Special Needs Planning, and Family Limited Partnerships.

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